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Legacy Private Trust’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Legacy Private Trust’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Buy
16,531
+3,065
+23% +$306K 0.09% 138
2026
Q1 		$1.36M Hold
13,466
– – 0.08% 145
2025
Q4 		$1.37M Sell
13,466
-911
-6% -$94K 0.08% 141
2025
Q3 		$1.48M Hold
14,377
– – 0.09% 136
2025
Q2 		$1.46M Hold
14,377
– – 0.09% 135
2025
Q1 		$1.49M Sell
14,377
-18,985
-57% -$1.92M 0.1% 136
2024
Q4 		$3.32M Sell
33,362
-113
-0.3% -$11.7K 0.22% 89
2024
Q3 		$3.66M Buy
33,475
+8,337
+33% +$894K 0.25% 81
2024
Q2 		$2.58M Buy
25,138
+11,018
+78% +$1.12M 0.18% 95
2024
Q1 		$1.48M Hold
14,120
– – 0.11% 133
2023
Q4 		$1.53M Buy
14,120
+11,716
+487% +$1.17M 0.12% 126
2023
Q3 		$237K Sell
2,404
-3,188
-57% -$335K 0.02% 216
2023
Q2 		$619K Buy
5,592
+3,557
+175% +$399K 0.05% 155
2023
Q1 		$233K Buy
+2,035
New +$229K 0.02% 214
2022
Q4 		– Sell
-8,530
Closed -$929K – 232
2022
Q3 		$929K Sell
8,530
-3,052
-26% -$361K 0.09% 134
2022
Q2 		$1.39M Sell
11,582
-58,326
-83% -$7.16M 0.12% 118
2022
Q1 		$9.41M Buy
69,908
+228
+0.3% +$31.9K 0.73% 31
2021
Q4 		$10.3M Buy
+69,680
New +$10.3M 0.78% 30

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Legacy Private Trust's TLH Position: Q2 2026 in Review

Legacy Private Trust increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 23% in Q2 2026, buying an estimated $306K and bringing the position to 16,531 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #138.

Legacy Private Trust first reported a position in TLH in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.3M in Q4 2021. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Legacy Private Trust held 16,531 shares of iShares 10-20 Year Treasury Bond ETF worth $1.66M as of Q2 2026.
  • Legacy Private Trust bought 3,065 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $306K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.09% of Legacy Private Trust's portfolio in Q2 2026, its #138 holding.
  • Legacy Private Trust first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Legacy Private Trust's iShares 10-20 Year Treasury Bond ETF position peaked at $10.3M in Q4 2021.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.